Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,283 | $58,627-80.8% | $76,735-85.3% | $82,448-86.3% |
| Participation rate | 80.6% | 63.2%+17.3pp | 69.5%+11.1pp | 68.1%+12.5pp |
| Annual return | 14.78% | 39.10%-24.3pp | 29.77%-15.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,127 | $1,729+80.8% | $2,454+27.4% | $2,551+22.6% |
| Participant deferral / active EE | $28 | $3,134-99.1% | $4,088-99.3% | $4,139-99.3% |
| Admin fee / account holder | $2,027 | $5,323-61.9% | $7,189-71.8% | $7,234-72.0% |